Free — $0
Level I only — plan generation and core scheduling.
What's included
- Level I plan generation
- Week-by-week topic sequencing
- Exam-weight-based scheduling
CFA study planning
More than half of CFA candidates
don't pass their exam.¹The ones who do have a plan.
Poor planning — not poor effort — is the silent killer of CFA attempts. MentorForge turns your exam date and available hours into a week-by-week study plan built for real life, so you never run out of road.
No credit card required. Takes less than 2 minutes to build your first plan.
Planner snapshot
CFA Level II
Exam window · Feb 2026
Readiness
0.68
Weekly pace
12.5h
Study weeks
18 left
Upcoming weeks
Week 9–15
18h planned · Quant & Econ
Week 16–22
20h planned · FRA focus
Missed hours roll forward — rebalance keeps future weeks honest.
Week focus
Week 9–15
Quant · Econ · Portfolio Mgmt
Hours this week11.5 / 18h
Rebalance
+2.5h rolled forward to Week 16–22 so your runway stays realistic.
Logged (7d)
11.5h
Plan status
Active
Follow your first incomplete week — or jump to a calendar window near your exam.
¹ CFA Institute 10-year historical pass rate averages: 41% for Level I, 45% for Level II, 51% for Level III. Only an estimated 13.5% of candidates who sit Level I ultimately complete all three levels. Source: CFA Institute Exam Results & Pass Rates. MentorForge is independent study-planning software and is not affiliated with CFA Institute.
Study planning and pacing software.Not tutoring, coaches, or a marketplace.
Realistic weekly plans
Enter your exam window, available hours, and start date. MentorForge builds a week-by-week CFA plan anchored to widely used study-hour benchmarks — grounded in your calendar, not guesswork.
Levels I, II & III
Topic sequencing, exam weights, and level-specific study tactics update when you switch levels. Level III reflects all three registration pathways.
Smart rebalancing
Log actual hours when life gets in the way. Missed load rolls forward into remaining weeks so your runway stays honest and achievable.
Progress tracking
Mark weeks complete, scan status pills (not started / partial / complete), and watch your plan status and readiness narrative stay in sync with what you log.
Calendar & progress views
Choose a calendar-anchored window or follow your first incomplete week — so the planner stays where you are, not stuck on week one.
Ethics & review spacing
Ethics appears at sensible intervals, review checkpoints slot in for longer plans, and heavier topics can get a second pass before the exam.
Up and running in under 2 minutes.
Enter your details
Pick your CFA level, exam window, start date, and weekly hours.
Build your plan
MentorForge sequences topics by exam weight, spaces ethics reviews, and prorates partial weeks.
Study & track
Log actual hours each week. Mark weeks complete. Rebalance if you fall behind.
Stay on pace
Your summary, plan status, readiness note, and focus window stay aligned as you log hours and move through the weeks.
Free forever for Level I basics. Level Pass is a one-time purchase; All Access is billed yearly.
Pricing tiers
Level Pass — $49 one-time
Full features for one CFA level. Access ends two weeks after your exam window month ends.
What's included
- Full plan generation for chosen level
- Smart rebalancing, progress tracking, ethics spacing
- Calendar + progress views
- Timed access through exam window
Less than the cost of one Schweser mock exam.
Best Value
All Access — $99 /year
All three levels, full features. Renews yearly until cancelled.
What's included
- Everything in Level Pass
- Levels I, II & III unlocked
- Yearly access with auto-renewal via Stripe
- Built around the CFA Institute's widely cited 300+ study-hour benchmark — grounded in your calendar, not guesswork.
- We're early. Your feedback directly shapes what we build next — and we read every message.
- One-time payment. No subscriptions. No surprises.
- Independent study-planning software. Not affiliated with CFA Institute.
Common questions.
Do I need to buy again if I move to the next level?
Yes — unless you have All-Access. We recommend All-Access if you know you're going all the way.
What if I fail and need to retake?
Reach out. We offer a 50% retake discount — no questions asked.
Is this a tutoring or prep course?
No. MentorForge is purely a planning and pacing tool. It tells you when to study what — you bring the materials.
Is MentorForge affiliated with CFA Institute?
No. MentorForge is independent study-planning software. CFA Institute does not endorse, promote, or warrant the accuracy or quality of MentorForge.
Ready to map a study runway you can defend week to week?
Join candidates who are done winging it.
No credit card required. MentorForge is independent study-planning software and is not affiliated with CFA Institute.